Retirement health check
A clear view of your future
Whether you’re planning ahead or already retired, your retirement should be something to look forward to — not worry about. Our Retirement Health Check gives you a clear picture of your financial position, including how your income and spending are tracking and how long your savings may last.
You’ll receive a straightforward assessment tailored to your circumstances, helping you understand how much income you’ll have in retirement and whether you’re on track to meet your goals. With this clarity, you can explore your options and make confident decisions about managing your lifestyle and future.
I want a check-up that:
Cost: $425 for CareSuper members, or $386 if paid from your super (due to no GST payable)
You can choose to pay upfront or have the fee deducted directly from your CareSuper account — making it easier to access advice when you need it.
Let’s plan together
Take the next step with a qualified financial planner and walk away with tailored insights and practical next steps.
What other members say about CareSuper advice
"Seeking advice on the best avenue for my future has been invaluable."
"Our adviser displayed a very compassionate and clear understanding of our goals and financial ambitions."
More ways to make the most of retirement
CareSuper Pty Ltd (Trustee) (ABN 14 008 650 628, AFSL 238718). CareSuper (Fund) (ABN 74 559 365 913). Any advice is provided by CareSuper Advice Pty Ltd (ABN 78 102 167 877, AFSL 284443). Consider the PDS and TMD at caresuper.com.au/pds. A copy of the Financial services guide for CareSuper is available at caresuper.com.au/fsg
This is general information only and doesn’t take into account your objectives, financial situation or needs. Before making a decision about CareSuper, you should consider if this information is right for you. You may also wish to consult a licensed financial adviser.
Advice is provided by one of our financial planners who are Authorised Representatives of Industry Funds Services Limited (IFS). IFS is responsible for any advice given to you by its Authorised Representatives. Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514.